Family Financials Archives - Adviser Investments

Investing for Life

Family Financials

Buying a Second Home

July 24, 2020

As summer stretches on and mortgage rates hit record lows, vacationers and would-be travelers staying put may find themselves daydreaming about what it would take to turn their favorite mountain, beach or lake home into a permanent family retreat. Of course, buying a second property could have a major impact …

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IRS Extends 2020 RMD Relief Waivers

July 10, 2020

Two weeks ago, we briefly discussed the IRS notice that offered relief to anyone who took a required minimum distribution (RMD) early in 2020—extending and expanding on a CARES Act waiver that gave people additional time to return that money to retirement accounts, penalty-free. Here’s a little more detail on …

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Special Report

Social Security's Role in Your Retirement

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June 26, 2020

In 2019, 57 million Americans worked a full- or part-time freelance job, a number that was trending upward even before the millions of layoffs caused by measures to curb the pandemic’s spread. So how do you start working for yourself in a way that sets you up for success? If …

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Student Loan Forgiveness

June 19, 2020

Skyrocketing college costs have left many graduates paying off loans for decades—but there may be a light at the end of the debt tunnel courtesy of the federal Public Service Loan Forgiveness program (PSLF). The program is aimed at helping college graduates who choose careers in public service (defined below). …

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Long-Term-Care Insurance

June 12, 2020

As an Adviser Investments client, you’re accustomed to taking the long view when it comes to investments. And it’s a good thing, too—medical advances mean we’re living longer than previous generations. With life expectancy of older Americans on the rise, so too is the potential need for long-term care (LTC) …

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Special Report

Estate Checklist

A Straightforward Guide to Preparing and Settling an Estate

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